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02 October 2023 Equities | FX | Global

Positioning and Sentiment Report: Disagreement Building in Hedge Fund FX Positioning

Ben Ford

By Ben Ford
5 min read

Summary

Disagreement is building amongst hedge funds (HF) across JPY, GBP and CHF. Though conviction is growing to be short EUR and CAD. In rates, HF positioning remained extremely bearish across the curve while in equities HFs continue to position for US equities to underperform those elsewhere.

Summary

Disagreement is building amongst hedge funds (HF) across JPY, GBP and CHF. Though conviction is growing to be short EUR and CAD. In rates, HF positioning remained extremely bearish across the curve while in equities HFs continue to position for US equities to underperform those elsewhere.

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